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Agile in the Bathtub
            Gaetano Mazzanti
               @mgaewsj
                Agile42
              Gama-Tech
“too many things to do”
  “we are too slow”
    “poor quality”



sounds familiar?
18 months ago


  “I would like to coach
  Agile & Lean in an non-
  software context”
on May 2011
 I got a call


“we need help”
May 2011

       “we are too slow”
         “poor quality”
    “too many things to do”
“engineers! those lazy ineffective
            slackers”
products: luxury hydromassage bathtubs
and showers, italian market leader
org & process: traditional top-down org,
phase-gate process, rigidly defined
procedures
focus: cutting costs, downsizing, outsourcing
Agile in the Bathtub
Agile in the Bathtub
Agile in the Bathtub
the challenge

Agile & Lean coaching in an non-software context




                 “let’s try it!”
step I


who, what, how...
  ... and why :)
assessment
   interviews
       +
Draw Your Process
       +
pre-mortem retro
interviews outcome
draw your process
dot voting critical steps
draw your process
      most critical steps

feasibility (especially determining costs and schedule)
late product modifications
product concept phase (too long, vague inputs)
pre-mortem retro
pre-mortem outcome
optimistic planning
delays in approvals
continuous changes in priorities
people moved to different projects
projects ‘forgotten’ in a dormant state
specs change, even late in the project
production costs higher than expected
summing it up
most operational issues somewhat known
some dismissed as irrelevant, some simply not
addressed for the time being
dispirited employees


management caught completely off-guard by
reported lack of transparency and communication
and by employee’s demotivation
step II


beginning the transition
timeline



           !
active learning
                                 “we want
                              prescriptions not
                                 principles”
    Agile & Lean Values
    interactions, communication, self-organization
    queues, WIP limits          initial misunderstandings
                                and annoyance by people
  “multitasking is a             used to being told just
natural and effective                   what to do
approach to address
    overload” (!)
forced managers to
   read this book
mixed feelings

enthusiasm for the possible upcoming (r)evolution
skepticism about the chances to really change
anything
step III


Agile & Lean for Product Development
single project vs project portfolio
initial goals

map the real process
          visualize all ongoing activities
expose dysfunctions
             measure and analyze data
a perfect recipe for failure
                               Development/
             Concept                              Production
                                Prototyping

       CKP    CKP      CKP                        CKP     CKP
        I      II       III                        IV      V

                              DRW   DRW   DRW
                                I    II    III


features, cost and shipment
       date set here


     Involved Depts:
     Engineering, Operations, Quality Control, Test Lab
work-item type analysis
          project       typical      average
            size       duration       delay
                         (months)     (months)

           small          6-9           2-3
          medium          9-12          3-6
            large        12-18          6-9
           small
        modifications
                            /            /


each project leader is in charge of multiple projects
slip chart
                           4#May'
expected completion date




                            3#Apr'
                           3#Mar'
                            1#Feb'
                            1#Jan'
                            1#Dec'
                           31#Oct'
                           30#Sep'
                           30#Aug'
                            30#Jul'
                                      1#Jul'   1#Aug'   1#Sep'   1#Oct'   1#Nov'   1#Dec'
demand analysis

new product concepts
recurring events (e.g. exhibitions)
sales opportunities
   difficult to predict, typically take
   priority over any other project
time for a board!
our first try


      color = size
              S
              M
              L
the magic of visualizing


                                     capacity
                       demand


  waiting for
CKPIII approval    initial design,
                     planning,
                    outsourcing,
                    mold design,
                         etc.
immediate action/wins

projects reviewed in terms of business priority,
cost of delay, risk and complexity
some projects stopped; others accelerated and
moved quickly to CKP III
one week later
we used this board for three weeks to
understand which kind of information we could
get from it




we started tracking time information to collect
(partial) cycle time data
some issues
          with our board
overloading and queues exposed but only partially
prevented
priorities still ‘suggested’ by management
with no objective selection criteria
project ownership changes during the project life,
this was not visible on the board
time for


   daily standups
        and
weekly retrospectives
standups & retros

initially, engineers found these activities useless and
boring
standups were too long and repetitious as they were
used just to report status to a manager
so we changed approach and started focusing only on
highlighting problems and collaboratively decide what
to do
the path to a new board

assign value and priorities to projects based on business
value, cost of delay, due dates, etc.
define and set WIP limits (“wow!”)
pull approach to select and move forward projects
policies to rule transitions from one state to another
define relevant data to represent on cards to help in
taking decisions and defining further policies
a new board




      color = project leader
!
flow
reached WIP
        limit




!
WIP limits
each project leader is in charge of multiple projects at a given time

initially assigned WIP = 1 to each project but this was not very useful

project characteristics including size, cardinality and parameters like machining or
forming complexity were then used to weigh WIP (defined by engineers...)

this resulted in each project inducing 0,2 to 2 in terms of WIP

specific WIP limits have been set for resources (mostly hardware and used also for
standard production) like molding machines, test lab and final prototyping

some of these limits are not constant but may vary in time as they have to look
ahead to take into account standard production needs and to anticipate the load
induced by projects in progress

whenever WIP limits are reached, a project is tagged with a blue square symbol and
put on hold until resources are available (waiting time is measured)
WIP limits
WIP limits

 ][           ]



         ][
too many columns?
   we tried multiple simpler boards
   it did not work (people rejected it)
reality is complex, better to see it clearly
metrics used

(sub)cycle time
active vs. idle time
cumulated WIP by project leader per project
phase (to check perceived vs measured
overburden)
decreased (sub)cycle time
                         Development/
      Concept                               Production
                          Prototyping

CKP    CKP      CKP                         CKP    CKP
 I      II       III                         IV     V

                       DRW    DRW    DRW
                         I     II     III


                       -50%          -30%
                              -20%          -25%
sm
                                                                                                  M




                                                                                                                0.50$
                                                                                                                            1.00$
                                                                                                                                           1.50$
                                                                                                                                                     2.00$
                                                                                                                                                             2.50$
                                                                                                                                                                     3.00$
                                                                                                     ay




       0.50$
                        1.00$
                                        1.50$
                                                   2.00$
                                                                   2.50$
                                                                              3.00$
                                                                                                        +1
 Jul+10$
Aug+10$
                                                                                                  Ju $
                                                                                                      n+
                                                                                                    Ju $
                                                                                                         10
                                                                                                       l+1
                                                                                                          0
                                                                                                           0

                                                                                                                                                                                          al
                                                                                                                                                                                         lp
Sep+10$                                                                                           Au $
                                                                                                      g+
Oct+10$                                                                                                  10
                                                                                                  Se $
                                                                                                                                                                                            ro
                                                                                                      p+
Nov+10$
                                                                                                                                                                                              j

                                                                                                         10
                                                                                                  Oc $
Dec+10$                                                                                               t+1
                                                                                                  No 0$
                                                                                                                                                                                               ec


Jan+11$                                                                                               v+
                                                                                                         1
                                                                                                  De 0$
Feb+11$                                                                                               c+
                                                                                                         10
                                                                                                                                                                                                  ts



Mar+11$                                                                                            Ja $
                                                                                                      n+
                                                                                                         11
                                                                                                                                                                             DRW$I$




Apr+11$                                                                                           Fe $




                                                                                       DRW$III$
                                                                                                      b+
                                                                                                         1
May+11$                                                                                           M 1$
                                                                                                     ar
                                                                                                        +1
                                                                                                           1
Jun+11$                                                                                           Ap $
                                                                                                      r+1
 Jul+11$                                                                                          M 1$
                                                                                                     ay
                                                                                                        +1
Aug+11$                                                                                                    1$




                                          LCL$
                                                    avg$



                               UCL$
                                                                                                                                              LCL$
                                                                                                                                                     avg$



                                                                                                                                    UCL$




                   DRW$III$
                                                                                                                        DRW$I$




           0.40$
                     0.60$
                                0.80$
                                         1.00$
                                                  1.20$
                                                           1.40$
                                                                     1.60$
                                                                             1.80$
                                                                                                                1.00$
                                                                                                                            1.20$
                                                                                                                                           1.40$
                                                                                                                                                     1.60$
                                                                                                                                                             1.80$
                                                                                                                                                                     2.00$




 Sep,10$                                                                                           Jun,10$
  Oct,10$                                                                                           Jul,10$
 Nov,10$
                                                                                                  Aug,10$
 Dec,10$
                                                                                                  Sep,10$
                                                                                                                                                                                        before...




  Jan,11$
 Feb,11$                                                                                           Oct,10$
 Mar,11$                                                                                          Nov,10$
 Apr,11$
                                                                                                  Dec,10$
 May,11$
  Jun,11$                                                                                          Jan,11$

  Jul,11$                                                                                         Feb,11$
                                                                                      CKP$IV$
                                                                                                                                                                             DRW$II$




 Aug,11$                                                                                          Mar,11$
 Sep,11$
                                                                                                  Apr,11$
  Oct,11$
                                                                                                  May,11$
 Nov,11$
 Dec,11$                                                                                           Jun,11$
                                                                                                                                              LCL$
                                                                                                                                                     avg$




                                           LCL$
                                                    avg$
                                                                                                                                    UCL$




                                UCL$

                     CKP$IV$
                                                                                                                        DRW$II$
ec ts
              roj
sm
   al      lp                                       ...after
                      DRW$I$                                                                  DRW$II$
  3.00$                                                           2.00$
                                                                  1.80$
  2.50$
                                                    avg$          1.60$                                                       avg$
  2.00$                                                           1.40$
                                                    LCL$                                                                      LCL$
  1.50$                                                           1.20$
                                                    UCL$                                                                      UCL$
                                                                  1.00$
  1.00$                                             pre$avg$                                                                  pre$avg$
                                                                  0.80$
                                                    DRW$I$                                                                    DRW$II$
  0.50$                                                           0.60$
          $


          $

         1$


          $


           $

                         2$




                                                                           $

                                                                           $

                                                                         1$


                                                                           $

                                                                           $

                                                                           $
                                $

                                        2$




                                                                          $

                                                                         2$
                                               2$




                                                                         2$
        11


        11




        11


        11




                                                                        11

                                                                        11




                                                                        11

                                                                        11

                                                                        12
                              12




                                                                        12
     t+1




                       +1




                                                                     t,1
                                      +1




                                                                      ,1
                                            r+1




                                                                     r,1
     g+


    p+




     v+


     c+




                                                                     g,

                                                                     p,




                                                                     v,

                                                                     c,

                                                                     n,
                              b+




                                                                     b,
                        n




                                    ar




                                                                    ar
  Oc




                                                                  Oc
                                         Ap




                                                                  Ap
  De




                                                                  De
  No




                                                                  No
  Au




                                                                  Au
  Se




                     Ja




                                                                  Se




                                                                  Ja
                            Fe




                                                                  Fe
                                   M




                                                                  M
                     DRW$III$                                                                 CKP$IV$
  3.00$
                                                               1.60$

  2.50$                                                        1.40$
                                                                                                                                avg$
                                                    avg$       1.20$
  2.00$                                                                                                                         LCL$
                                                    LCL$
                                                               1.00$
                                                                                                                                UCL$
  1.50$                                             UCL$
                                                               0.80$                                                            pre$avg$
                                                    pre$avg$
  1.00$                                                        0.60$                                                            CKP$IV$
                                                    DRW$III$

  0.50$                                                        0.40$
                                                                  Oct,11$ Nov,11$ Dec,11$ Jan,12$   Feb,12$ Mar,12$ Apr,12$
       $

                  1$


                    $


                    $


                    $


                   $

                  2$


                  2$
     11




                 11


                 11


                 12


                 12
              t+1




               +1


              r+1
    p+




              v+


              c+


              n+


              b+

             ar
           Oc




           Ap
           De
           No
  Se




           Ja


           Fe

           M




                                                                                                                 previous range
extending Agile/Lean to
      other departments
they asked for it :), but obviously they wanted
just to “copy” the practices
in marketing: iteration-based approach to
prepare a product-launch (4 weeks)
in sales: kanban board to visualize and optimize
flow of sales activities
retrospectives rocked again
achievements                      ings you do,
                              how m any th        eate”
                   “it ’s not        value you cr
                         t how much
                    bu
better predictability for Small and
Medium projects; reduced cycle times
value + cost of delay based selection
reduced overburden
engineers are more engaged and
                                   efficien cies is
motivated             delays and in        g fast”
               “rem oving         han ju st goin
                     impo rtant t
                more
differences with sw
             teams
no pursuing of technical excellence
engineers feeling and acting as individuals.
they did not feel they were part of a team.
they had their own independent goals and were focused
just on them
note: standups and retrospectives helped a lot in providing a
team-forming glue
no “works on my machine” syndrome
open challenges

people are inclined to rest on their laurels and
to stop pursuing continuous improvement
lead time (concept to cash) is still too long
economy in Italy has worsened, the company
has a new Managing Director, still not clear
what’s going to happen
in closing


Agile+Lean in non-software context   yes!
on December 2011
    I got another call


           “we need help”
I am doing it again: currently working with a
       Power Transmission company
          “look ma, no software!”

                                       to be continued...
Gaetano Mazzanti
   @mgaewsj
    Agile42
  Gama-Tech

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Agile in the Bathtub

  • 1. Agile in the Bathtub Gaetano Mazzanti @mgaewsj Agile42 Gama-Tech
  • 2. “too many things to do” “we are too slow” “poor quality” sounds familiar?
  • 3. 18 months ago “I would like to coach Agile & Lean in an non- software context”
  • 4. on May 2011 I got a call “we need help”
  • 5. May 2011 “we are too slow” “poor quality” “too many things to do” “engineers! those lazy ineffective slackers”
  • 6. products: luxury hydromassage bathtubs and showers, italian market leader org & process: traditional top-down org, phase-gate process, rigidly defined procedures focus: cutting costs, downsizing, outsourcing
  • 10. the challenge Agile & Lean coaching in an non-software context “let’s try it!”
  • 11. step I who, what, how... ... and why :)
  • 12. assessment interviews + Draw Your Process + pre-mortem retro
  • 16. draw your process most critical steps feasibility (especially determining costs and schedule) late product modifications product concept phase (too long, vague inputs)
  • 18. pre-mortem outcome optimistic planning delays in approvals continuous changes in priorities people moved to different projects projects ‘forgotten’ in a dormant state specs change, even late in the project production costs higher than expected
  • 19. summing it up most operational issues somewhat known some dismissed as irrelevant, some simply not addressed for the time being dispirited employees management caught completely off-guard by reported lack of transparency and communication and by employee’s demotivation
  • 20. step II beginning the transition
  • 21. timeline !
  • 22. active learning “we want prescriptions not principles” Agile & Lean Values interactions, communication, self-organization queues, WIP limits initial misunderstandings and annoyance by people “multitasking is a used to being told just natural and effective what to do approach to address overload” (!)
  • 23. forced managers to read this book
  • 24. mixed feelings enthusiasm for the possible upcoming (r)evolution skepticism about the chances to really change anything
  • 25. step III Agile & Lean for Product Development
  • 26. single project vs project portfolio
  • 27. initial goals map the real process visualize all ongoing activities expose dysfunctions measure and analyze data
  • 28. a perfect recipe for failure Development/ Concept Production Prototyping CKP CKP CKP CKP CKP I II III IV V DRW DRW DRW I II III features, cost and shipment date set here Involved Depts: Engineering, Operations, Quality Control, Test Lab
  • 29. work-item type analysis project typical average size duration delay (months) (months) small 6-9 2-3 medium 9-12 3-6 large 12-18 6-9 small modifications / / each project leader is in charge of multiple projects
  • 30. slip chart 4#May' expected completion date 3#Apr' 3#Mar' 1#Feb' 1#Jan' 1#Dec' 31#Oct' 30#Sep' 30#Aug' 30#Jul' 1#Jul' 1#Aug' 1#Sep' 1#Oct' 1#Nov' 1#Dec'
  • 31. demand analysis new product concepts recurring events (e.g. exhibitions) sales opportunities difficult to predict, typically take priority over any other project
  • 32. time for a board!
  • 33. our first try color = size S M L
  • 34. the magic of visualizing capacity demand waiting for CKPIII approval initial design, planning, outsourcing, mold design, etc.
  • 35. immediate action/wins projects reviewed in terms of business priority, cost of delay, risk and complexity some projects stopped; others accelerated and moved quickly to CKP III
  • 37. we used this board for three weeks to understand which kind of information we could get from it we started tracking time information to collect (partial) cycle time data
  • 38. some issues with our board overloading and queues exposed but only partially prevented priorities still ‘suggested’ by management with no objective selection criteria project ownership changes during the project life, this was not visible on the board
  • 39. time for daily standups and weekly retrospectives
  • 40. standups & retros initially, engineers found these activities useless and boring standups were too long and repetitious as they were used just to report status to a manager so we changed approach and started focusing only on highlighting problems and collaboratively decide what to do
  • 41. the path to a new board assign value and priorities to projects based on business value, cost of delay, due dates, etc. define and set WIP limits (“wow!”) pull approach to select and move forward projects policies to rule transitions from one state to another define relevant data to represent on cards to help in taking decisions and defining further policies
  • 42. a new board color = project leader
  • 43. !
  • 44. flow
  • 45. reached WIP limit !
  • 46. WIP limits each project leader is in charge of multiple projects at a given time initially assigned WIP = 1 to each project but this was not very useful project characteristics including size, cardinality and parameters like machining or forming complexity were then used to weigh WIP (defined by engineers...) this resulted in each project inducing 0,2 to 2 in terms of WIP specific WIP limits have been set for resources (mostly hardware and used also for standard production) like molding machines, test lab and final prototyping some of these limits are not constant but may vary in time as they have to look ahead to take into account standard production needs and to anticipate the load induced by projects in progress whenever WIP limits are reached, a project is tagged with a blue square symbol and put on hold until resources are available (waiting time is measured)
  • 49. too many columns? we tried multiple simpler boards it did not work (people rejected it) reality is complex, better to see it clearly
  • 50. metrics used (sub)cycle time active vs. idle time cumulated WIP by project leader per project phase (to check perceived vs measured overburden)
  • 51. decreased (sub)cycle time Development/ Concept Production Prototyping CKP CKP CKP CKP CKP I II III IV V DRW DRW DRW I II III -50% -30% -20% -25%
  • 52. sm M 0.50$ 1.00$ 1.50$ 2.00$ 2.50$ 3.00$ ay 0.50$ 1.00$ 1.50$ 2.00$ 2.50$ 3.00$ +1 Jul+10$ Aug+10$ Ju $ n+ Ju $ 10 l+1 0 0 al lp Sep+10$ Au $ g+ Oct+10$ 10 Se $ ro p+ Nov+10$ j 10 Oc $ Dec+10$ t+1 No 0$ ec Jan+11$ v+ 1 De 0$ Feb+11$ c+ 10 ts Mar+11$ Ja $ n+ 11 DRW$I$ Apr+11$ Fe $ DRW$III$ b+ 1 May+11$ M 1$ ar +1 1 Jun+11$ Ap $ r+1 Jul+11$ M 1$ ay +1 Aug+11$ 1$ LCL$ avg$ UCL$ LCL$ avg$ UCL$ DRW$III$ DRW$I$ 0.40$ 0.60$ 0.80$ 1.00$ 1.20$ 1.40$ 1.60$ 1.80$ 1.00$ 1.20$ 1.40$ 1.60$ 1.80$ 2.00$ Sep,10$ Jun,10$ Oct,10$ Jul,10$ Nov,10$ Aug,10$ Dec,10$ Sep,10$ before... Jan,11$ Feb,11$ Oct,10$ Mar,11$ Nov,10$ Apr,11$ Dec,10$ May,11$ Jun,11$ Jan,11$ Jul,11$ Feb,11$ CKP$IV$ DRW$II$ Aug,11$ Mar,11$ Sep,11$ Apr,11$ Oct,11$ May,11$ Nov,11$ Dec,11$ Jun,11$ LCL$ avg$ LCL$ avg$ UCL$ UCL$ CKP$IV$ DRW$II$
  • 53. ec ts roj sm al lp ...after DRW$I$ DRW$II$ 3.00$ 2.00$ 1.80$ 2.50$ avg$ 1.60$ avg$ 2.00$ 1.40$ LCL$ LCL$ 1.50$ 1.20$ UCL$ UCL$ 1.00$ 1.00$ pre$avg$ pre$avg$ 0.80$ DRW$I$ DRW$II$ 0.50$ 0.60$ $ $ 1$ $ $ 2$ $ $ 1$ $ $ $ $ 2$ $ 2$ 2$ 2$ 11 11 11 11 11 11 11 11 12 12 12 t+1 +1 t,1 +1 ,1 r+1 r,1 g+ p+ v+ c+ g, p, v, c, n, b+ b, n ar ar Oc Oc Ap Ap De De No No Au Au Se Ja Se Ja Fe Fe M M DRW$III$ CKP$IV$ 3.00$ 1.60$ 2.50$ 1.40$ avg$ avg$ 1.20$ 2.00$ LCL$ LCL$ 1.00$ UCL$ 1.50$ UCL$ 0.80$ pre$avg$ pre$avg$ 1.00$ 0.60$ CKP$IV$ DRW$III$ 0.50$ 0.40$ Oct,11$ Nov,11$ Dec,11$ Jan,12$ Feb,12$ Mar,12$ Apr,12$ $ 1$ $ $ $ $ 2$ 2$ 11 11 11 12 12 t+1 +1 r+1 p+ v+ c+ n+ b+ ar Oc Ap De No Se Ja Fe M previous range
  • 54. extending Agile/Lean to other departments they asked for it :), but obviously they wanted just to “copy” the practices in marketing: iteration-based approach to prepare a product-launch (4 weeks) in sales: kanban board to visualize and optimize flow of sales activities retrospectives rocked again
  • 55. achievements ings you do, how m any th eate” “it ’s not value you cr t how much bu better predictability for Small and Medium projects; reduced cycle times value + cost of delay based selection reduced overburden engineers are more engaged and efficien cies is motivated delays and in g fast” “rem oving han ju st goin impo rtant t more
  • 56. differences with sw teams no pursuing of technical excellence engineers feeling and acting as individuals. they did not feel they were part of a team. they had their own independent goals and were focused just on them note: standups and retrospectives helped a lot in providing a team-forming glue no “works on my machine” syndrome
  • 57. open challenges people are inclined to rest on their laurels and to stop pursuing continuous improvement lead time (concept to cash) is still too long economy in Italy has worsened, the company has a new Managing Director, still not clear what’s going to happen
  • 58. in closing Agile+Lean in non-software context yes!
  • 59. on December 2011 I got another call “we need help” I am doing it again: currently working with a Power Transmission company “look ma, no software!” to be continued...
  • 60. Gaetano Mazzanti @mgaewsj Agile42 Gama-Tech